-12.6%
CELC vs VT
+12.5%
-25.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.2% |
| 7D | -3.8% | -0.1% | -3.7% | -3.4% |
| 30D | -1.3% | -3.1% | +1.7% | +1.9% |
| 3M | -26.1% | -3.5% | -22.6% | -23.4% |
| 6M | -48.8% | +0.5% | -49.3% | -48.9% |
| YTD | -32.8% | +10.8% | -43.6% | -39.0% |
| 1Y | -12.6% | +11.9% | -24.5% | -21.6% |
| All | -12.6% | +12.5% | -25.1% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling